VF Corp

We’re in the thick of earnings season, with over a dozen major fashion and beauty companies reporting their quarterly and full-year results. Here’s which ones to watch out for, and why.

For fashion’s private market investors, deal-making may provide less-than-ideal returns and raise questions about the long-term value creation opportunities across parts of the fashion industry, reports The State of Fashion 2024.

New contentious shareholders are seldom welcomed by their target companies, but analysts say the owner of Vans and Supreme should take heed of its latest activist investors, which are pushing the group to cut costs, sell off assets and pay down debt.

The streetwear giant’s creative director has submitted a letter of resignation, seen by BoF. Emory was Supreme’s first high-profile appointment since it was acquired by VF Corp in 2020.

Big brands are betting on regenerative agriculture to help reduce their environmental impact. But without clearer standards, the fashionable concept risks becoming a greenwashing tool.